Jobs
>
New York City

    Tax Advisory Director - New York, United States - Morgan Stanley

    Morgan Stanley
    Morgan Stanley New York, United States

    6 days ago

    Default job background
    Full time
    Description

    We're seeking someone to join our team as a Tax Advisory Director in Wealth Management Operations to perform advisory on tax reporting/withholding relating to equities, preferred stock, publicly traded partnerships, debt securities and distributions along with mergers and tender offers events.


    In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective controls and develop client relationships.


    This is an Advanced Specialist position at Director level within core services to perform and manage product agnostic and centralized operational services across several businesses or products; requires deep functional expertise.


    Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.

    Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on...

    What you'll do in the role:

    • Manage complex processes and/or support significant process management/project efforts
    • Lead in process improvement, project management or technology development and testing across multiple teams and/or divisions
    • Analyze and expose ambiguous, complex issues or non-standard issues, identify risks, root causes and propose future actions, tracking through to resolution
    • Build and manage relationships with business unit partners, other Morgan Stanley infrastructure departments, and external contact points in Client or Market organizations
    • Properly track, review, maintain guidance to be fed to downstream systems

    What you'll bring to the role:

    • Front-to-back knowledge of the processes, projects, systems, markets and instruments that influence their team with a comprehensive understanding of job-related operational/compliance policies and procedures
    • Ability to think commercially, understand the impact of initiatives, risks on the operational budget
    • Ability to address non-standard issues within area of expertise
    • Culture carrier and role model, representing and leading the Firm's core values to influence and motivate those around you
    • General knowledge of corporate actions income and reorganization processing
    • Understanding of Non-Resident Alien and U.S. withholding tax and its impact on IRS tax forms reporting (1099/1042-S)
    • At least 6 years' relevant experience would generally be expected to find the skills required for this role
    Role is Hybrid and will require in office attendance 3 days/week.


    Expected base pay rates for the role will be between $68,000 and $125,000 per year at the commencement of employment.

    However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.


    Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence.

    Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.


    It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
  • Centri Business Consulting, LLC

    Director - Accounting Advisory

    1 week ago

    Centri Business Consulting, LLC New York, United States Full time

    As a Director in Accounting Advisory, you will provide various accounting advisory services including, but not limited to, IPO and M&A Readiness, CFO Advisory, SEC Compliance & Financial Reporting, Transaction Advisory, Technical Accounting Research & Position Papers, and address ...

  • Centri Business Consulting

    Director - Accounting Advisory

    23 hours ago

    Centri Business Consulting New York, United States

    Job Description · Job DescriptionAs a Director in Accounting Advisory, you will provide various accounting advisory services including, but not limited to, IPO and M&A Readiness, CFO Advisory, SEC Compliance & Financial Reporting, Transaction Advisory, Technical Accounting Resear ...

  • FTI Consulting

    Director, Tax Advisory

    6 days ago

    FTI Consulting New York, United States

    Who We Are · FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms when they are facing their greatest ...

  • JCW

    Director - Equities Compliance Advisory

    2 days ago

    JCW New York, United States

    A leading multinational investment bank is looking to hire a Director - Equities Compliance Advisory. Ideal candidates will have extensive experience with equity sales/trading compliance advisory. · Day-to-day you will: · Advise on equity trading regulatory requirements and firm ...

  • Derivative Path

    Director, Advisory Sales Executive

    4 days ago

    Derivative Path New York, United States

    Job Description · Job DescriptionWho We Are · Derivative Path is an award-winning firm providing financial technology and advisory solutions that empower small & mid-size financial firms to access capital markets. Launched in 2013, the Company offers a state of the art trading pl ...

  • Portage Point Partners

    Managing Director, Transaction Advisory Services

    1 week ago

    Portage Point Partners New York, United States Full time

    Portage Point Partners is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue chip team leverages bulge bracket experience in consulting, operations, finance, accounting, investment banking and investing to provide ...

  • Crowe

    Private Equity Transaction Services Advisory Director

    1 week ago

    Crowe New York, United States Full time

    Description · : Support the growth and development of the private equity advisory practice within our transaction services team in New York. · You will be a part of a highly skilled and performance-driven team of transaction advisory experts, dedicated to providing unparalleled ...

  • Royal Bank of Canada

    Associate Director of Financial and Regulatory Advisory

    2 weeks ago

    Royal Bank of Canada Jersey City, United States Full time

    Come Work with Us · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new technolo ...

  • Alvarez & Marsal Private Equity Performance Improvement Group, LLC

    PEPI: Senior Director, CFO Services--Financial Reporting Advisory

    4 weeks ago

    Alvarez & Marsal Private Equity Performance Improvement Group, LLC New York, United States Paid Work

    Description · PEPI - CFO Services Senior Director (Financial Reporting Advisory) · OVERVIEW: · A& M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve ...

  • The Philharmonic-Symphony Society of New York Inc

    Director, Major Gifts

    1 week ago

    The Philharmonic-Symphony Society of New York Inc New York, United States

    The New York Philharmonic connects with millions of music lovers each season through live concerts in New York and around the world, as well as broadcasts, recordings, and education programs. After returning to a transformed David Geffen Hall in October 2022, the Orchestra has a ...

  • Everytown for Gun Safety

    Associate Director, Community Safety Initiatives

    5 days ago

    Everytown for Gun Safety New York, United States

    Everytown for Gun Safety Support Fund ("Everytown for Gun Safety") is the largest gun violence prevention organization in the country. Everytown for Gun Safety's Community Safety Initiatives (CSI) team focuses on scaling promising community-based violence intervention (CVI) strat ...

  • KeyBank

    Key Private Bank

    1 week ago

    KeyBank New York, United States

    Location: · 1301 Avenue of the Americas - New York, New York 10019 · JOB BRIEF (PURPOSE) · - Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM · - Serves as the primary point of contact for internal and external referrals for FW prosp ...

  • FE International

    Managing Director/director

    2 days ago

    FE International New York, United States

    **The Opportunity**: · FE International is looking for a senior investment banker (the "Senior Banker") to originate and execute new transactions for new clients that utilize the firm's broad array of strategic and financial advisory services. The Senior Banker should be a Managi ...

  • Care For The Homeless

    Policy & Advocacy Manager (Hybrid)

    1 day ago

    Care For The Homeless New York, United States

    Care For the Homeless (CFH) is a rapidly growing not-for-profit health care and social service agency that works every day to end homelessness in New York City. CFH provides medical, behavioral and oral health services through Article 28 health centers at 25 locations across all ...

  • FE International

    Investment Banking Associate

    2 days ago

    FE International New York, United States

    **The Opportunity**: · Investment Banking Associates are responsible for supervising and often conducting research, analysis, and transaction support in M&A, private capital placement, and other strategic and financial transactions on behalf of our clients predominantly in the te ...

  • West Harlem Environmental Action Inc. a/k/a WE ACT for Environmental Justice

    Director of Environmental Health Policy

    6 hours ago

    West Harlem Environmental Action Inc. a/k/a WE ACT for Environmental Justice New York, United States

    **ABOUT US** · West Harlem Environmental Action a/k/a WE ACT for Environmental Justice is a non-profit, community-based advocacy organization that works to build healthy communities by ensuring that people of color and/or low-income residents participate meaningfully in the creat ...

  • Tiffany & Co.

    Director, Talent Development- Americas

    1 week ago

    Tiffany & Co. New York, United States

    Overview: The Director, Talent Development · - Americas is a key advisory leader who will lead the Talent Strategies in the region. Focuses include, but are not limited to, Talent Strategy, Talent Development, Career Management, Workforce and Organizational Development, and Progr ...

  • Oppenheimer & Co. Inc.

    Investment Banking Healthcare Life Sciences

    1 week ago

    Oppenheimer & Co. Inc. New York, United States

    **Who We Are**: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securiti ...

  • New York State Psychiatry Institute

    Director, Human Research Protections Program

    3 days ago

    New York State Psychiatry Institute New York, United States

    **Job Title**: Director, Human Research Protections Program · **Grade**: 37 · **Salary**: $167,905 - $190,003 · The Research Foundation for Mental Hygiene is seeking a qualified applicant to fill a full-time Director, Human Research Protections Program, position at the New York S ...

  • WBGO Jazz Radio 88.3FM

    Individual Giving

    4 days ago

    WBGO Jazz Radio 88.3FM Newark, United States

    **WBGO-88.3FM/Newark Public Radio** · A global leader in jazz radio and an iconic institution in Newark, NJ, WBGO seeks to educate, entertain and inspire the public by providing access and opportunity to engage with the highest-quality curated jazz, blues and R&B programming. WBG ...